Residuals Chart V. 33 V

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From the book Entertainment Residuals: A Full Color Guide. For current scripts/product except as shown. Omits FLTTA, WGA Art 64 & App A, AFTRA front of book, AFM TV Video & SRLA. Italics: out-of-pattern / no pattern.

Omits many exceptions/SLs & most pilots, promo launch period, CW, MyNetworkTV, holiday program exhib. days, 1st season, initial mkt ≠ made-for, script publ fee, supersize TV, clips, foreign, non-English, remakes, animation, separated rights & similar, DGA series

bonus, music reuse, theme music, S/T, serials, waivers, low budget, SAG OPO, arb decns, SAG/AFTRA BG/extras, barg. hist, P&H, proration, IACF, AICF, commissions, interest & pmt dates, & allocations. RB/AM/TAC/TAM are per person; GR % are aggregate.

F/GSupplemental Mkts. I/J New Media -

Consumer Paid

A1 Reused in:

12/16/13 Residuals

chart v. 33.doc

Made for:

B Theatrical C Free TV -

Network

Primetime

D Free TV -

Syndication or

Non-Primetime

E Foreign

(Free TV; BC; & Ad-

Supported Streaming

of TV/HV)

Pay TV

some

in-flight,

F4 & F5 may=F3

Home

Video

H Domestic

Basic Cable

eRental EST

K New Media –

Ad-Supported

(but foreign streaming of

TV/HV product uses E3-E6)

See notes & defns in col. & row hdgs, top & bottom of pp.,

nearby cells, and C3-D3. RB/AM & ceiling for C4-C8 may

not be the same as C3 (it’s unclear). C3-H3, K3 are subj. to

3 note re exhausted free TV product.

2 Theatrical

Only for “Post-’60”

(DGA 5/1/60; WGA

6/13/60; SAG 2/1/

60; IA, AFM 1/31/

60). WGA: + post-

1948 Universal.

No residuals

(even for re-

releases, for-

eign theatrical

releases, or ex-

tended runs).

1.2% of gross

(1.8% if “outright sale”; rarely used provision)

(SAG 3x, IATSE 4.5x).

AFM: 1% of gross (1.5% if outright sale).

1.2% of gross

(SAG 3x,

IATSE 4.5x).

AFM: 1% of gross

(post-7/1/71 only).

1.8% to

3.25% of

20% of GR

(SAG 3x,

IATSE 4.5x,

AFM 1% to

1.8%). Break

= 50K units.

otes: J3-J6

1.2% of gross (SAG

3x, IATSE 4.5x,

AFM 1%) for post-

7/1/71 product. No

residuals for older

product.

3 Free TV (all)

DGA C3, D3 & E3

RB’s differ. WGA

uses non network-

PT AM (high or

low budget) for all

C3-E3 residuals.

One free run, then

per-run: 100% of:

RB (Residual

Base, DGA); RB

(WGA); or TAC

subject to ceiling

(Total Actual

Comp., SAG/AF-

TRA).IATSE,AF

M no residuals.

After free run on C3

or D3 & subject to

SLs: run by run

declining from 50%

(network) or 40%

(off-net) to 5% of

RB/AM/TAM (Total

Applicable Min., SAG/

AFTRA, but AM’s

differ). IA, AFM $0.

15%, 10%, 10% (one-

time 35% for some 1

hrs.) of RB/AM/TAM

triggered by telecast or

two GR breaks; then

1.2% gross (SAG/

AFTRA 3x) after GR

break. AFM:1% of

AGICOA. IA $0.

1.2% of gross

(SAG 3x,

AFTRA TV

3x, IATSE

4.5x). AFM

post-7/1/71

theatrical &

TV only (date

applies for all

AFM F2-G3):

1% of gross.

Re non-AFM,

see H3 note re

exhausted

free TV

product.

1.5% (to 1.8%)

of Producer’s

gross (=20% o

worldwide

wholesale

gross if affil-

iated video co.;

else, 100% of

fee received by

producer)

(1.8% at $1M

Prod. gross)

(SAG 3x,

AFTRA TV

3x, IATSE

4.5x, AFM 1%

(of 20%)). See

F2-3 notes. Pre

1984/85 vary.

2% of gross (SAG/

AFTRA 3x). No C3-

H3, I3-J3?, K3 resids

on exhausted TV

product (i.e., if netwk

rerun resids not still

payable (generally,

pre-7/1/71 product)). IA,

AFM: no residuals.

4 Pay TV

WGA: For made

for pay TV product

of a type not gen-

erally produced for

network PT TV: F5

-G5 not F4-G4 for

pay TV & HV uses.

IATSE F4-G5 ?

GA (max=AM/

yr.): Dom cbl: sub

fees % yr (+ poss-

ible 2% GR>brk);

PPV 2% GR>brk.

WGA dom: fixed

$/yr. for >10 exhib

days or 1 yr. SAG/

FTRA dom after

same: 6% GR; &

2nd svc. 6% GR.

Foreign svc 2% GR

(SAG/AFTRA 3x)

2% (SAG/

AFTRA 3x) of

GR after 100K

units (WGA,

SAG: 75K for

30/60 min. pay

TV). DGA: if

initial release is

on pay TV, GR

rk can trigger.

FM: $0 in

F4-G4.

GA & SAG/AFTRA: see F4-

G4. SAG: G5 break = 100K.

5 Home Video

IATSE: F4-G5 ?

AFM: see C5-E5 note

WGA: 2% of aggregate (pay +

HV) GR > aggregate GR break.

2% of gross (2.5%

for pre-7/1/84

product) (SAG/

AFTRA 3x). IATSE,

AFM: no residuals.

SAG/AFTRA: <= 4

erformers: 1.5% of

GR times no. of

erformers. Applies

to all 6% or “3x”

figures in F4-H5

(but not to H3).

6 Basic Cable

DGA, WGA: high

budget only (ea.

have diff. cutoffs);

low is negotiable.

FTRA BC temp-

lates vary.

DGA: U.S./ Can-

ada, 150% theat

AM; non-U.S./

Canada, 100%

of same; both,

150% of same.

WGA - made for

free TV or basic

cable: U.S.,

greater of theatr

AM or 150% of

the non network-

PT TV AM;

non-U.S., same

formula but

100% instead of

150%; both, use

U.S. formula.

WGA - made for

pay TV or HV:

100% theat AM.

SAG, AFTRA:

U.S./Canada,

150% TAM;

non-U.S./

Canada, same

(alt: 50% TAM

per ea. non-U.S./

Canada zone);

both, 200%

TAM. AFTRA:

BC unclear. AFM:

50% TV scale.

IA, AFM BC: $0

GA, SA

: C3.

WGA: if {>= 10

runs on BC or

<= 66 episodes

in series} or

{Hitchcock},

use H3; else C3.

IA, AFM: $0.

WGA: H3 or D3 as per

C6. DGA, SAG: if >=

10 runs or 1 yr on BC:

GA (2% of GR) or

SAG (declining D3

25% to 5% of TAM, w/

large discount based on

GR); else D3. D3 starts

at 40%. IA, AFM: $0.

Same as made for

free TV (E3).

IATSE, AFM: $0.

AGICOA?

Same as made for free TV

(F3-G3).IATSE $0.

Defn (for A7-K7 below):

AFM BC-Deriv is Deriv

M based on a BC show.

AFM Free TV Deriv is

Deriv based on free TV.

“Sanchez” = run by run

declining 17%-1.5% of

RB/AM/TAM). WGA

alt: “Hitchcock”= 120%

AM difference pmt; H3

when > 12 runs or 5 yrs

FTRA alt: Exhibition

days yr by yr declining

% of scale. IA,AFM:$0.

1.2% of

gross (SAG

3x, AFTRA

TV 3x, IA-

TSE 4.5x,

AFM non

BC 1%,

AFM BC

3x)).

Residuals

only for

post-x/x/x

product

(unless

n.d.). x/x/x

= DGA n.d.

(?); WGA

7/1/ 71);

SAG th. n.d.

(?); SAG

TV 7/20/52;

AFTRA n.d.

(?); IATSE

2/1/73;

AFM 7/1/

71; AFM

BC n.d. No

residuals

for older

product.

Date cut-

offs apply

even to theat

& non-

exhausted

free TV.

1.8%-3.5%

of 20% of

gross (SAG/

AFTRA,

AFM BC

3x, IATSE

4.5x, AFM

non BC 1%-

1.9% (vs.

J2)). Break

= 100K

units.

WGA - per

arbitration:

o residuals

for pre-

2/13/08 TV

roduct.

AFM: ratif-

ication date.

AFM BC

date tbd.

Other un-

ions:unclear

if no resids

efore dates

in I2-I6, or

if eff. date

of 2008/09

agt. is cut-

off, or none.

Current product: 24 day

(1st season or one-time

rograms) or 17 day

(subseq. season) free win,

then two 26 wk. windows

ea. @ 3.5% (was 3%

rior to mi

-2010 or mid-

2011) of RB/AM/TAM,

then (1 year after end of

free win) 2% GR (SAG/

AFTRA, AFM BC 3x).

RB/AM is non network-

PT. AFM BC: RB = scale

wages earned.

(WGA: for 30 or 60 min.

network PT teleplay

written on or after 5/2/10,

the residual for each 26

week window is 2% of

“accountable receipts”

(i.e., gross), but account-

able receipts are imputed

in 2008 Agt. to be $20K

(30 min.) or $40K (60

min.). 2011 Agt.: 2% per

yr bumps to $20K/$40K.)

Product prior to 2008/09

Agt. (but see H3 note):

2% of gross (SAG/

AFTRA, AFM BC 3x).

Foreign streaming: E3-

E6. IA, AFM non-BC:$0.

7 Derivative NM

Def’n of Deriv. NM:

DGA, WGA, IA: NM

based on TV. SAG: &

th. & HV, delete BC.

AFTRA=SAG but no

th. AFM: free TV, BC.

13 wk free win; then two 26-

wk wins. @ {{3.5% (was 3%)

of {DGA,WGA: RB/AM (C7-

C8)},{AFM BC-Deriv: 1st TV

replay fee}}; {SAG/AFTRA:

$20-$25/actor}} ea win; & (1

yr after free win ends) 2% GR

(SAG/AFTRA, AFM BC-Deriv

3x). IA,AFM Free TV Deriv:0

8 Original NM

ot explicitly

specified. Also,

for B7-B8 (but

not E7-E8), barg

history varies

among unions.

IA, AFM Orig,

AFM Free TV

Deriv: $0.

Same as if made for free

TV (F3-G3); except AFM

BC-Derivative NM: pay T

3.6% of gross; HV 3.6%

(of 20%) of gross. Defn

(for 8A-8K): Original NM

is NM other than Experi-

mental NM or Deriv. NM.

Same as if made

for free TV (H3);

except AFM BC-

Derivative NM:

3.6% of gross.

IATSE, AFM

Orig, AFM Free

TV Deriv: $0.

26 wk. free win. then 1.2%

of GR (SAG/AFTRA, AFM

-Deriv. 3x; IATSE 4.5x,

other AFM 1%). No resids

if {for Orig. NM, budget <=

$25K/min.}; or {for Orig.

M or Deriv. NM except

AFM BC-Deriv} if {IA: < 2

IA crew}or{IA, other AFM:

1st release is consumer paid}. No residuals.

9 Experim. NM Optional coverage. Defn: (a) budget ≤ $15K/min. & $300K/episode & $500K/order and (b) no DGA prior e/ee; no prof’l wtr; no covered performer; < 4 experienced crew; or < 2 active AFM musicians.

C7-D8 is like C3-D3 (except AFM BC-Deriv). DGA RB: D3

RB. WGA AM: D3 bargain rate (high budget for Deriv. NM,

low for Orig. NM), prorated for NM<=15 min. WGA C7-D8 &

K7 residuals are aggregate, not per writer. SAG/AFTRA RB: fo

Deriv NM: C3 resid ceiling for source program, prorated; for

Orig NM: C3 resid ceiling (if NM < half hr use prorated half h

ceiling; else closest <= NM length). E7-E8 = B7-B8. AFM BC-

Deriv: 100% (for C7) or 75%-5% (for C8) of AFTRA program

fee. DGA, WGA, AFM BC-Deriv: PT runs of NM<=15 mins

treated as non-PT. IA, AFM Orig, AFM Free TV Deriv: $0.

Same as made for free TV (C3-E3). DGA -high

udget pay television motion picture (product

>=80 min and >= $5M budget): 1.2% of gross.

DGA - other product: 20% discount on residuals

until gross break. IATSE: $0.

AFM: made for pay TV (C4-E4) treated as made

for theatrical (C2-E2). AFM: made for HV (A5-

K5) treated as theatrical (A2-K2) or free TV

(A3-K3) depending on whether created under

Theatrical MP Agt. or TV Agt.; except HV to

theatrical (B5) always as free TV (B3) and HV

to foreign (E5) always as free TV (E3).

AGICOA??

RESIDUALS SUMMARY CHART – PAGE 2 – REFERENCE SOURCES – © JONATHAN HANDEL (ok to copy or email without alteration)

12/16/13 Residuals chart v. 33.doc Available from jhandel.com & jhandel@att.net. Chart is unofficial and is for convenience only. For definitive information, refer to union/guild agreements, bargaining history, arbitration decisions and experienced advisers.

Th=theatrical. PT=primetime. BC=basic cable. NM=New Media. GR=gross. Alt=alternate. Agt =Agreement. BA=DGA Basic Agt. MBA=WGA Basic Agt. CBA=SAG Codified Basic Agt. TVA=SAG TV Agt. Netcode=AFTRA

Network Code. IATSE BA = IA Basic Agt. Ex. A usu. = Netcode Ex. A. SL/SLs=Sideletter(s). “Art.,” “Sec.” and “Para.” usu. omitted. § or ¶ is in an Ex., App. or Sch. “NM Reuse” aka “NM Exhibition.” Bio at jhandel.com.

Books: Entertainment Residuals: A Full Color Guide / Entertainment Unions and Guilds: An Interdisciplinary Bibliography / Hollywood on Strike! / The NZ Hobbit Crisis. Articles: THRlabor.com.

F/G Supplemental Mkts. I/J New Media -

Consumer Paid

A1 Reused in:

Made for:

B Theatrical C Free TV -

Network

Primetime

D Free TV -

Syndication or

Non-Primetime

E Foreign

(Free TV; BC; & Ad-

Supported Streaming

of TV/HV Product) Pay TV

(&some in-flight) Home Video

H Domestic

Basic Cable

eRental EST

K New Media –

Ad-Supported

(except foreign

streaming of TV/HV)

2 Theatrical

No residuals.

BA 19-101 to 104. MBA 15.A.2, 3 (preamble),

3.a, b. CBA 5.A. IATSE BA XIX(b)(1)-(3).

AFM Theatrical 15(b)(i)(1) & (2).

BA 18-102 (2nd to

last para). MBA 58.

CBA 5.A (implicit).

IATSE ? AFM ?

M Reuse SL: BA SL 3.B,

5. MBA SL 2.a, 3.a. CBA/

TVA SL 2.D, 4.A. IA SL 2,

3.a. AFM SL 2, 3(a).

3 Free TV (all)

BA 11-201.

MBA

15.B.13.a-c.

TVA 19(a)-

(c). Netcode

Ex. A § 3.

AFM TV II.

15(b)(17)(i).

BA 11-101(b)

(1)(i). MBA

15.B.1.a, b(1),

(2)(a), (d), (3).

DGA & WGA

2011 MOUs.

TVA 18(a), (b)

(1), (3), (4). Ne-

tcode Ex. A § 3.

BA 11-101(b)(2)-(4),

24-301, SLs 10 & 12.

MBA 15.B.1.a, b.(1),

(2)(c), (d), (3), SLs 1

& 2 to Art. 15.B.1.b.

(2)(c). TVA 18(a),

(b)(2), (3), (4), SLs B,

B-1 & B-2. Netcode

Ex. A § 3.

BA 11-102.

MBA 15.B.2.

TVA 18(c)(1)-(4).

Netcode Ex. A §

3. AFM:?

BA 18-101,

102, 103.

MBA 51.C.1.

a. CBA 5.2.A

(1), E(1), (2).

TVA 20.1.

Netcode Ex. D

§ 3.A, 4.A, B.

IATSE BA

XXVIII(b)(1).

AFM Theatr.

16(b)(i) & TV

14(b)(i).

BA 18-101,

102, 104. MBA

51.C.1.b, SL to

Art. 51. CBA

5.2.A(2), E(1),

(3). TVA 20.1.

etcode Ex. D

§ 3.A, 4.A, B.

IATSE BA

XXVIII(b)(2).

AFM Theatr.

16(b)(1) & TV

14(b)(1).

BA 11-108.

MBA 58.

TVA 18.1(a).

Netcode Ex. A

§ 3.

4 Pay TV BA 20-100, 400,

600, 804, SL 7.

MBA App. B §

D.2, 3.a, G.4.

TVA 78(c)(1)a)-

c), 78(d)(5). Net-

code Ex. E § 2.B,

3.A(1), 4.E. AFM

BC 17.E.2.

BA 20-100,

400, 700, SL 7.

MBA App. B §

D.2, 3.b. TVA

78(c)(2)a)-c).

code Ex. E

§2.B,3.B(1).AF

M BC 17.C.3.b.

See F4-G4 for DGA, SAG,

AFTRA.

5 Home Video

BA 20-803.

MBA App.

B § G.2.

TVA 78(d)

(3). Netcode

Ex. E § 4.C.

AFM TV II.

15(b)(17)(i).

MBA App. B § C.2, 3, G.4.

BA 20-802.

MBA App. B §

G.3. TVA

78(d)(4).

Netcode Ex. E §

4.D.

6 Basic Cable

AFTRA: four

template agts

(not shown).

BA 23-104(b)-

(e). MBA App.

C § 2 (b)(1), (2).

SAG BC 5-8.

BA 23-104(f).

MBA App. C §

2(b)(1), (2). SAG

BC 1.

BA 23-104(f). MBA

App. C § 2(b)(1), (2).

SAG BC 1. AFM ?

BA 23-104(a).

MBA App. C §

2(b)(1)-(3). SAG

BC 3.

BA NM

Reuse SL

1, 5. MBA

same SL

1.a, 3.a, 5.

CBA/

TVA

same SL

1.A, 4.A.

Netcode

Ex. A

same SL

1.A, 5.A.

IATSE

same SL

1.a, 3.a.

AFM

same SL

4(1)(a),

4(3)(a).

AFM BC

Ex. B

same SL §

1A.

BA NM

Reuse SL

2, 5. MBA

same SL

1.b, 3.a, 5

(& arb

decn).CBA

/TVA

same SL

1.B, 4.A.

etcode

Ex. A

same SL

1.B, 5.A.

IATSE

same SL

1.b, 3.a.

AFM same

SL 4(1)(b),

4(3)(a).

AFM BC

Ex. B

same SL §

1B.

BA NM Reuse SL 3.

A, 5. MBA same SL

2.b, 3.a. CBA/ TVA

same SL 2.A, B, 4.A.

etcode Ex. A same

SL 2.A, B, 5.A. AFM

same SL 4(2). AFM

BC Ex. B NM Reuse

SL 2.A.

inding the NM SLs:

GA, WGA: 2008

gt. AFTRA Netcode

(front of book): 2007

etcode. AFM NM

SLs to BC Agt. (aka

FM BC Ex. B) draft

in process. Other NM

SLs: see 2008 or 2009

MOUs/MOAs. All:

Residuals Chart V. 33 V

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